Twin Peaks Wealth Advisors, LLC IUSB Holdings History
Twin Peaks Wealth Advisors, LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, Twin Peaks Wealth Advisors, LLC held 166,172.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $7.56 Mil. This investment constitutes 3.45% of their stock portfolio, and Twin Peaks Wealth Advisors, LLC now holds 0.02% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2023Q4. And since then Twin Peaks Wealth Advisors, LLC has made 4 purchases of IUSB, at an average price of $45.19, for a total of 180,794.00 shares. In addition, there have been 1 sales at an average price of $45.88 for 14,622.00 shares. Based on historical transaction data and IUSB's current price of $45.77, Twin Peaks Wealth Advisors, LLC's estimated gain on his IUSB holdings is $107,046.95, reflecting a 1.31% gain to date.
Twin Peaks Wealth Advisors, LLC IUSB ($45.77) Holding Chart
Twin Peaks Wealth Advisors, LLC IUSB ($45.77) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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